materials are going to have some was comparisons, really, energy and materials are going to be the two worst comparisons. so you know, alcoa could very well have a disappointing surprisingly disappointing quarter. but i think it's a mistake to use that as a bellwether. i like to move really, this first week of earnings where you know you don't have that many companies report, give me a couple weeks worth of earnings where i can see every sector represented. you know what the economic environment is here in the states and globally. so you just cannot have high expectations. and if you have a good surprise, let's say overall earnings rather than the 2.4% let's say earnings are up, 2 to 5%, you know s that really a big surprise? i'm not really sure it is. because you are still pretty close to 0. and nobody is expecting the economy to really accelerate over the course of the next couple of quarters. >> susie: all right so, what is going to be driving investment strategy over the coming weeks and months? is it going to be the earnings or is it going to be more of the big economic picture an